Solar risks, Sustainable investing, Consumer Duty, Inheritance tax - Market Rasen
Market Rasen Race Course - Networking and CPD Day
Book now to secure your free place!!!
Come and join Lincoln Insurance Institute for our day our CPD, networking and lunch.
The event will provide delegates with:
Morning Tea, Coffee, Danish pastry and Fruit Basket
Mid-Morning Tea, Coffee and Cookies
Lunch - Classic 1 Course Sandwich or Hot Fork Buffet (1 x meat & 1 x Vegetarian option)
Afternoon Tea/Coffee
Complimentary onsite parking
Our guest speakers at this event include:
Liontrust - Investments
Foresight - Inheritance tax and budget changes
Peter Smithson - Engineering Risks - Solar - Roof & Ground Mounted PV Systems
Straight to the point Compliance - Create Solutions
Liontrust - Sustainable investing and the FCA
Understand the core principles and objectives of SDR and the latest adviser and consumer trands
Identify advisers key responsibilities under SDR, including effectively communication sustainability information and labels to retail clients in alignment with Consumer Duty outcomes.
Evaluate how funds align with SDR investment labels.
Foresight - Inheritance tax and budget changes
Insured Business Relief, Providing Immediate IHT Mitigation
The new BR allowance and how it works
AIM market, considerations, opportunities and pitfalls
Pension situation. Tax Free Cash and planning early
Peter Smithson - Engineering Risks - Solar - Roof & Ground Mounted PV Systems
Roof & Ground Mounted PV Systems
-UK Growth Area
-PV Construction, Degradation and Protection
-Design & Installation Considerations
-PV Modules – Standards, Safety & Fire
-Auxiliary Equipment
-Maintenance
-Insurance Risks / Mitigations
-Q&A Session
Straight to the point Compliance - Create Solutions - Mike Cranny and Karen Shenton.
10 Key things that firms should be doing to stay on track with the Consumer Duty Requirements
By attending the session attendees will
- have confidence that you are on track,
- be able to identify gaps/room for improvement.
- also understand what the regulator is expecting in year 2
Venue